Thomas William Hazelhoff
Investment adviser representative at Advice and Planning Services
11 yearsExperience
1 stateRegistered in
$37.9BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCJul 2026 to now
- TIAAJul 2026 to now
- Truist Advisory Services, IncMar 2026 to Jun 2026
- Truist Investment Services, IncMar 2026 to Jun 2026
- Worth Advisors, LLCJul 2025 to Feb 2026
- LPL Financial LLCMay 2025 to May 2025
- Cuso Financial Services, LPNov 2024 to May 2025
- Consumers Credit UnionNov 2024 to Feb 2025
- UnemployedSep 2024 to Oct 2024
- Doerschler and Associates Wealth ManagementJul 2022 to Aug 2024
- M Holdings Securities, Inc.Mar 2022 to Aug 2024
- Pit Spitters BaseballMay 2021 to Apr 2023
- Great Lakes BeltingSep 2019 to Mar 2020
- Heritage Glen Golf CourseJun 2019 to Aug 2019
- Western Michigan UniversityAug 2018 to Apr 2022
- Main Street PubJun 2018 to Aug 2018
- John J Hazelhoff ConstructionJul 2015 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
Advice and Planning Services
Legal name: TIAA-CREF Individual & Institutional Services, LLC
$37.9BAssets managed
72,503Clients
1,707Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7527855
- Firm CRD
- 20472